Taxes September 12, 2025 

In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm.

Accounting August 14, 2025  Sponsored

When your teams are caught in a grind of manual tasks, fragmented tools, and version-control headaches, chaos often ensues. But there’s a smarter way.

Firm Management August 4, 2025  Sponsored

In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.

Accounting July 31, 2025  Sponsored

Is your firm grappling with outdated payroll software but nervous about switching software platforms? Attend this for a detailed exploration of best practices for a smooth and successful payroll software conversion that could be your most profitable move yet.

Firm Management July 29, 2025 

A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.

Accounting July 23, 2025  Sponsored

CPA firms across the country know they need to modernize, but what are the real blockers standing in the way? In this CPE-eligible panel, we’ll unpack firsthand insights from the field.

Accounting June 27, 2025  Sponsored

Tax and accounting professionals are leveraging new technologies to make their firms more efficient and to stay ahead of competitors. In this webinar, we’ll explain how.

Accounting June 3, 2025  Sponsored

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

Accounting May 29, 2025  Sponsored

Join Joe Wroblewski and CPA Practice Advisor as we explore tech stack evaluation, and to make sure you're on the right track to reap the benefits of true cohesion.

Accounting May 19, 2025  Sponsored

Emerging technologies are rapidly changing auditing. From enhanced accuracy to streamlined workflows, these innovations are transforming the way CPAs and auditors work. But how can you harness the potential of these tools to stay ahead of the curve?

Accounting March 26, 2025  Sponsored

Many businesses have team members across state lines, and you may have clients with remote employees in other states. Payroll can get confusing and tricky in these situations.

Accounting March 19, 2025 

The webcast will share practical strategies for streamlining financial due diligence workflows, especially through automation.

Isaac M. O'Bannon

Accounting February 26, 2025  Sponsored

S Corporation elections are popular among Corporation and LLC owners due to various advantages. With the election deadline approaching in March, it is a great time to get refreshed on this popular election to help advise your clients.